Financial Advisor
BMO U.S.
full-time
Posted on:
Location Type: Office
Location: Culver City • California • United States
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Salary
💰 $57,500 - $106,500 per year
About the role
- Provides financial and investment planning and advice in collaboration with other team members
- Determines client needs and provides solutions through the sales of managed products and services
- Provides other solutions indirectly through referrals to business partners
- Supports the achievement of sales and performance targets for new asset sales
- Implements business development strategies to acquire new business
- Identifies opportunities during customer conversations to generate referrals
- Implements a relationship management plan in collaboration with the lead relationship manager
- Develops solutions and makes recommendations based on an understanding of the business strategy
- Conducts independent analysis and assessment to resolve strategic issues
- Coordinates and executes specific activities for the implementation of strategic initiatives
- Manages databases and provides support for analysis, forecasting and/or data visualization
- Breaks down strategic problems and analyses data and information to provide insights and recommendations
Requirements
- Typically between 4 - 6 years of relevant experience
- Post-secondary degree in related field of study or equivalent combination of education and experience
- FINRA Series 6, 63 & 65 Licenses OR FINRA Series 7 & 66 licenses
- Life and Health Insurance Producer’s License
- Completed LTC Continuing Education Requirements
- Strong working knowledge of financial industry
- In-depth experience working with managed products and providing fee-based advice
- In-depth understanding of deposit and loan (including mortgage) products and banking services
- Technical proficiency gained through education and/or business experience
- Verbal & written communication skills - In-depth
- Collaboration & team skills - In-depth
- Analytical and problem solving skills - In-depth
- Influence skills - In-depth
- Data driven decision making - In-depth
Benefits
- Health insurance
- Tuition reimbursement
- Accident and life insurance
- Retirement savings plans
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial planninginvestment planningmanaged productsdata analysisdata visualizationforecastingbusiness developmentrelationship managementstrategic initiativesproblem solving
Soft Skills
communication skillscollaboration skillsanalytical skillsinfluence skillsteam skillsdata driven decision making
Certifications
FINRA Series 6 LicenseFINRA Series 63 LicenseFINRA Series 65 LicenseFINRA Series 7 LicenseFINRA Series 66 LicenseLife and Health Insurance Producer’s LicenseLTC Continuing Education Requirements